My Services

Customized engagements, driven by your goals.

Unlike large investment houses, which tie financial advice to product purchases, my fee-only structure is designed to treat you fairly. I offer a range of service levels and customize them to meet your needs. You’ll get the experienced financial advisor you want, without the high costs and hidden fees.

INVESTMENT MANAGEMENT

After over 30 years in the investment industry, I have learned to separate what’s important to long-term investment success from the noise. We build low-cost, globally diversified portfolios that harness the power of the capital markets to help investors reach their objectives. After an initial assessment, we will draft an investment policy statement to detail our investment recommendations. Then, we will implement the portfolio and provide on-going monitoring, rebalancing and tax management. Plus, we will always be available to answer your questions.

COMPREHENSIVE FINANCIAL PLANNING

You want to get your financial life together. We can help. Our comprehensive financial planning services are designed to assess where you are today, where you want to be, and how best to get there. We’ll identify goals and track your progress on your own web-based financial dashboard. We will check in regularly to help you stay on track. Best of all, we’re always available by email and phone to answer your questions.

FOCUSED FINANCIAL PLANNING

If you’re looking for help with a specific aspect of your financial picture, like choosing investments for your 401K or eliminating debt, a focused financial planning engagement might be right for you. Over 1 to 3 sessions, we’ll investigate options, form a strategy, and develop an easy-to-follow plan.

Getting started is easy

  • First, contact me for a free consultation by phone.

  • Next, we’ll review your unique situation and develop a customized plan to meet your needs.

  • After that, we’ll implement your step-by-step strategy, working together to make your financial peace of mind a reality.

Wentsel Wealth Management, LLC (“WWM”) is a registered investment adviser offering advisory services in the State of IL and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of WWM, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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